feat: add portfolio overview

backend/src/app.ts

@@ -20,6 +20,7 @@ import categoriesRouter from './routes/categories';
 import categoryRulesRouter from './routes/categoryRules';
 import analyticsRouter from './routes/analytics';
 import portfolioRouter from './routes/portfolio';
+import portfolioOverviewRouter from './routes/portfolioOverview';
 
 const app = express();
 app.set('trust proxy', 1);
@@ -45,6 +46,7 @@ app.use('/api/categories', categoriesRouter);
 app.use('/api/category-rules', categoryRulesRouter);
 app.use('/api/analytics', analyticsRouter);
 app.use('/api/import/portfolio', portfolioRouter);
+app.use('/api/portfolio', portfolioOverviewRouter);
 
 app.use(
   (

backend/src/routes/portfolioOverview.ts

@@ -0,0 +1,14 @@
+import { Router } from 'express';
+import { asyncHandler } from '../utils';
+import { getPortfolioOverview } from '../services/portfolio';
+
+const router = Router();
+
+router.get(
+  '/',
+  asyncHandler(async (_req, res) => {
+    res.json(await getPortfolioOverview());
+  }),
+);
+
+export default router;

backend/src/services/portfolio.ts

@@ -1,10 +1,25 @@
 import crypto from 'crypto';
 import type { PoolClient } from 'pg';
 import { pool } from '../db/pool';
-import type { ImportPortfolioResponse, PortfolioFile, PortfolioTrade } from '@family-budget/shared';
+import { maskAccountNumber } from '../utils';
+import type { ImportPortfolioResponse, PortfolioFile, PortfolioOverviewResponse, PortfolioTrade } from '@family-budget/shared';
 
 const UUID_RE = /^[0-9a-f]{8}-[0-9a-f]{4}-[1-5][0-9a-f]{3}-[89ab][0-9a-f]{3}-[0-9a-f]{12}$/i;
 
+type PortfolioOverviewRow = {
+  account_id: number | string;
+  alias: string | null;
+  bank: string;
+  account_number: string;
+  report_period_to: string;
+  total_valuation: string | number | null;
+  instrument: string | null;
+  isin: string | null;
+  quantity: string | number | null;
+  price: string | number | null;
+  valuation: string | number | null;
+};
+
 function decimalValue(value: unknown, field: string, required = false): string | null {
   if (value == null || value === '') {
     if (required) throw new Error(`${field} is required`);
@@ -103,3 +118,53 @@ export async function importPortfolio(body: unknown, db: Pick<typeof pool, 'conn
     if (ownsTransaction) client.release();
   }
 }
+
+export function toPortfolioOverview(rows: PortfolioOverviewRow[]): PortfolioOverviewResponse {
+  const accounts = new Map<number, PortfolioOverviewResponse['accounts'][number]>();
+  for (const row of rows) {
+    const accountId = Number(row.account_id);
+    let account = accounts.get(accountId);
+    if (!account) {
+      account = {
+        accountId,
+        accountName: row.alias || `${row.bank} · ${maskAccountNumber(row.account_number)}`,
+        reportPeriodTo: row.report_period_to,
+        totalValuation: row.total_valuation === null ? null : String(row.total_valuation),
+        positions: [],
+      };
+      accounts.set(accountId, account);
+    }
+    if (row.instrument !== null) {
+      const valuation = row.valuation === null ? null : String(row.valuation);
+      account.positions.push({
+        instrument: row.instrument,
+        isin: row.isin,
+        quantity: String(row.quantity),
+        price: row.price === null ? null : String(row.price),
+        valuation,
+      });
+    }
+  }
+  return { accounts: [...accounts.values()] };
+}
+
+export async function getPortfolioOverview(): Promise<PortfolioOverviewResponse> {
+  const { rows } = await pool.query<PortfolioOverviewRow>(
+    `SELECT a.id AS account_id, a.alias, a.bank, a.account_number,
+            r.report_period_to,
+            SUM(p.valuation) OVER (PARTITION BY a.id) AS total_valuation,
+            p.instrument, p.isin, p.quantity, p.price, p.valuation
+     FROM accounts a
+     JOIN LATERAL (
+       SELECT id, report_period_to, reported_at, imported_at
+       FROM portfolio_reports
+       WHERE account_id = a.id
+       ORDER BY report_period_to DESC, imported_at DESC, id DESC
+       LIMIT 1
+     ) r ON TRUE
+     LEFT JOIN portfolio_positions p ON p.report_id = r.id
+     WHERE a.account_type IN ('brokerage', 'iis')
+     ORDER BY a.id, p.valuation DESC NULLS LAST, p.id`,
+  );
+  return toPortfolioOverview(rows);
+}

backend/src/services/portfolioOverview.test.ts

@@ -0,0 +1,12 @@
+import assert from 'node:assert/strict';
+import { toPortfolioOverview } from './portfolio';
+
+const result = toPortfolioOverview([
+  { account_id: '1', alias: 'ИИС', bank: 'ВТБ', account_number: '123456', report_period_to: '2026-08-26', total_valuation: '150.50', instrument: 'Облигация', isin: 'RU0000000001', quantity: '1', price: '100', valuation: '100' },
+  { account_id: '1', alias: 'ИИС', bank: 'ВТБ', account_number: '123456', report_period_to: '2026-08-26', total_valuation: '150.50', instrument: 'Фонд', isin: null, quantity: '2', price: '25.25', valuation: '50.50' },
+]);
+
+assert.equal(result.accounts[0].accountName, 'ИИС');
+assert.equal(result.accounts[0].totalValuation, '150.50');
+assert.equal(result.accounts[0].positions.length, 2);
+console.log('portfolio overview: OK');